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  1. Circle of Wealth Support
  2. Circle of Wealth®

Circle of Wealth®

Help articles for the latest version of the Circle of Wealth® software.

Getting Started

  • ★ NextGen Overview
  • PEM Functionality & Linked Presentations
  • Update Your Logo & Photo in the Software
  • The PEM & Spending Game to demonstrate cash value life insurance
  • NextGen Download the Software
  • Dashboard & Navigation Quick Tour
See all 7 articles

Configuring Your Settings

  • Updating the Disclosure Statement
  • Custom Settings

How To Videos

  • ★ Import Contact cow4 File
  • Add my "Pushpin" to the Referral Center Map
  • How to Turn on Contact Privacy Mode
  • Retirement Ready or Not Show Company Match
  • Retirement Ready or Not Functionality Walk-Through
  • How to Change Target Culture to Canadian in NextGen
See all 14 articles

FAQs

  • Updating your Members site and NextGen access password
  • What does my Login Error Message mean?
  • My Courses - Group Training Resources
  • Can I still use my the Windows Legacy Circle of Wealth®?
  • Will my Communication Profile clients and reports be available in NextGen?

Import / Export

  • How to Import a Contact File (cow4)
  • Import /Export Overview
  • Export & Import Legacy COW file into NextGen
  • Import Contacts via a CSV File
  • Import Legacy Custom Presentation
  • Import Legacy Spending Game
See all 9 articles

Release Notes & Videos

  • 02-26-2021 Software Updates & Release
  • 01-29-2021 Updates & New Presentations

Video Hosting

  • Locating Client-ready Videos & Articles in your FMG Website
  • Video Hosting Overview

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